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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Investment advisory (plan); Custodial... | $22,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,942 | $63,314+92.6% | $91,004+34.0% | $62,293+95.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 39.68% | 21.00%+18.7pp | 4.60%+35.1pp | 28.90%+10.8pp |
| Employer contribution / active EE | $6,239 | $1,807+245.2% | $2,456+154.1% | $2,042+205.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,792 | $468+283.3% | $5,417-66.9% | $479+273.9% |